Team Anywhere CRM
Features
Grow your business with CRM tools previously only affordable to large successful
organisations.
Big Business Benefits for Small Businesses
Build demand with quick marketing campaigns
Transform your business for consistent sales results
Act on every sales opportunity
Keep customers truly satisfied
Monitor and focus your businesses future
Sales Features
Opportunity management
Converts leads to opportunities and tracks them throughout the sales cycle.
Sales process management
Enables consistent tracking and closing of sales opportunities.
Pipeline optimisation
Analytical tools provide salespeople with qualified leads and opportunities.
Quote generation
Provides a full-featured product catalogue that supports complex pricing levels,
units of measure, and discounts.
Order management
Converts quotes to orders that can be modified and saved until they are ready to
be billed as invoices.
Sales force management
Helps measure sales performance against quotas.
Sales literature
Helps create, manage, and distribute sales material.
Direct e-mail
Enables creation of customised e-mail messages to customers.
Service Features
Case management
Enables customer service requests to be created, assigned, and managed from a central
location
Automated routing and queuing
Promotes easy processing of service requests through customisable workflow rules.
Auto-response e-mail
Generates automatic responses to customer requests.
E-mail management
Automatically records customer communications and associates e-mail messages with
appropriate customer records.
Service scheduling
Makes it easy to manage service resources and to better understand resource and
equipment allocation, usage, and effectiveness.
Searchable knowledge base
Provides a repository for the publishing of support articles and information.
Service contracts
Creates, maintains, and updates service contracts automatically.
Marketing Features
Marketing campaigns
Enables campaign planning based on budgets and expenses, promotion codes, target
products, marketing collateral, and more.
Customer and lead lists
Allows existing customer information or imported contact information from various
sources to be used to create targeted lists for specific campaigns.
Qualify lists
Facilitates queries to customer lists, helping locate accounts that meet specific
criteria.
Campaign templates
Lets you create templates to use again in future campaigns.
Campaign execution tracking
Enables lead conversion and cost and performance data analysis.
Marketing information tracking
Helps quantify campaign success.
Connectivity Options
Microsoft Office Outlook 2003 Integration
Microsoft Office Outlook 2007 Integration
Internet Explorer Web Access
Techincal
200Mb, 500Mb, 1Gb user mailboxes
Exchange public folders
Daily data backup
Supports RPC over Http
128 bit secured connection
Existing or new domain support
No firewall configuration necessary